Member Info for Pedrobull

Https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-trig-renewables-infrastructure-group-retail-dec-2024

TRIG’s underlying fundamentals don’t warrant the discount…

Overview - The Renewables Infrastructure Group (TRIG) has a portfolio of institutional quality assets of significant size and scale, diversified geographically in Europe and by technology. The acquisition of Fig Power (in addition to the company’s 1GW development pipeline) earlier this year means a potentially transformational investment in battery storage over time, which further diversifies revenue streams, as well as being a potentially high-returning investment in its own right (see Portfolio section).

Cont/

Prob an insider getting out when they can

Another marker.

and some Gold commentary dated 1st Dec 24 from Avi Gilburt

https://www.elliottwavetrader.net/p/analysis/What-I-Told-Investors-At-The-50th-Anniversary-New-Orleans-Investment-Conference-202412019407300.html

As you can see, I am still expecting this 5th wave rally to continue over the next 12-18 months before we complete the current 5-wave structure which began at the start of 2016.

I am also expecting the last segment of this rally to be parabolic in nature, as that is often how commodities complete their cycle. But, first, I am expecting to see a multi-month pullback/consolidation in 2025 before that final parabolic rally takes hold, and it may not complete until 2026.

Ultimately, my target now is the 3300-3400 region in gold for that final parabolic rally. But, as the pattern develops over the coming year, I will be able to refine that target.

But, I want to warn you. During that last parabolic rally that I expect in the coming 18 months, many will be calling for $5000 gold or maybe even more. But, when these 5 waves complete it will complete the cycle from the 2016 low, and then I am expecting at least a 5-8 year correction.

Since the 2011-2015 correction was a 4th wave of one lesser degree, then it is reasonable to expect the upcoming correction to take longer than that 4-year correction, based upon the principles I just noted about the S&P500 impending correction.

So, while I know you are hearing many that are looking for 5000, 7000, and even 10,000 in gold in this rally, I strongly doubt that potential at this time.

Good HY results out today and popped up 6.5%

They know as much as you and me about regulatory clearances around the world.

GLA

Yes I have the chance to vote now as follows;

TO APPROVE THE MEMBERS VOLUNTARILY WINDING UP OF THE COMPANY AND THE APPOINTMENT OF GARETH RUTT MORRIS AND JONATHAN DUNN AS JOINT LIQUIDATORS (A response to this proposal is mandatory)

I have bought more in my SIPP but yeah ISA not ideal!

I will be calculating my aggregate buy price plus costs and using that, get £3K this year allowance and hopefully another £3K next year, then pay the 18% or whatever tax rate om anything above that.

At $10.75 now it is ~21% of the $223M portfolio

Top5 holdings at $174M are 78% of portfolio

TIA3 Celestia - $64M

DOT2 Polkadot - $48M

LDO Lido - $26M

ETH Ethereum - $20

ATOM2 Cosmos - $16

GLA

Hi Cousin,

I asked about tax treatment saying they are intending to go into a members voluntary liquidation which will involve delisting from the market.

Is this not delisting on 6th Jan?

Suspension of Shares from listing on the Official List and from trading on the London Stock Exchange.

HL said they couldn't comment on tax postion.

As we’re not tax advisers, we're unable to provide assistance on Capital Gains Tax liability on cash received, however you can speak to a tax adviser or HMRC for further assistance.

You might want to take into consideration that Capital Gains Tax (CGT) liability can also apply where a stock has been liquidated, replaced by a corporate action or removed from your account. To see the history of stock for these scenarios, once on the ‘Stocks’ screen, click 'View old holdings' on the right hand side just below the green 'Deal Now' button. Then select the appropriate investment to view the historic transactions and the contract notes.

"This could easily main market LSE list at a big premium to net assets, not a discount."

Hi Wazz80, have you seen anything to suggest KR1 are looking at this?

HL have confirmed that they will BE REMOVED from an ISA after delisting. But can remain in SIPP.

If shares are delisted from the market you're able to retain the shares in your HL Fund & Share Account or HL SIPP with no penalties or charges.

However, delisted stock can't be held in an ISA because HMRC regulation states that for a stock to be eligible to be held within an ISA, it must be listed on a recognised exchange. When a stock is de-listed and subsequently removed from your Stocks & Shares ISA you will lose this portion of your ISA allowance, regardless of when the contribution was made. You won't be able to subscribe cash in lieu of the shares.

HL are not a MM for any shares.

They are nominees for PI holdings.

It had a Gross Gearing of 5.9% at half year so I would say it held very little cash except an administrative balance

Hi Wazz80, is this announced by KR1? - they do seem to be lining up to get a proper listing as soon as the regulatory hurdles are crossed

Probably is the right time to buy 1st thing tomorrow

I have emailed info@dunedinenterprise.com to ask about inconsistent dates.

I also plan to attend the meeting on 16th to vote against the proposal.

Why not pay the £3.50 now as a special dividend?

Now available to buy at £4.68

I'm slightly confused by the timing of delisting and as earlier stated this will impact ISA holdings with all cash returned outside of ISA.

General Meeting of the Company to be held at the offices of Dickson Minto LLP, 16 Charlotte Square Edinburgh EH2 4DF on 17 December 2024 at 10 a.m. at which Shareholders will be asked to vote upon the Resolution.

In order to facilitate the implementation of the Proposals, the Shares will be suspended from listing on the Official List and from trading on the London Stock Exchange with effect from 7.30 a.m. on 17 December 2024, being the date of the

General Meeting.

If the Resolution is passed at the General Meeting, this will also result in the cancellation of the listing of the Shares on the Official List and the Shares ceasing to trade on the London Stock Exchange. It is expected that the cancellation of listing and trading would take effect from 8.00 a.m. on 18 December 2024.

Then the RNS says Expected Timetable - last day of dealing 30th Dec?

What margin though?

Looking for April 2025 completion, subject to Chinese approval though

SAMR review

Consistent with Keysight's approach to proactively addressing regulatory processes, Keysight has been engaging with the State Administration for Market Regulation of the People's Republic of China (the "PRC") ("SAMR"). Keysight and Spirent are committed to continued engagement with SAMR to obtain clearance for the Acquisition under the Anti-Monopoly Law of the PRC, and accordingly filed the Acquisition for clearance by SAMR on 25 November 2024.

FDI approvals

Keysight confirms that the French Ministry for the Economy, Finance, and Industry has granted a conditional authorization of the Acquisition. In addition, Keysight confirms that the Acquisition has been approved by the German Federal Ministry for Economic Affairs and Climate Action and by the UK's Chancellor of the Duchy of Lancaster under the National Security and Investment Act 2021. Accordingly, Conditions 3.4, 3.5 and 3.6 set out in Part A of Part III of the Scheme Document have been satisfied.

Timing of the Acquisition

Completion of the Acquisition remains subject to the satisfaction or (if capable of waiver) waiver of the remaining conditions to the Acquisition set out in Part III of the Scheme Document, (the "Conditions") including the Condition relating to sanction of the Scheme by the Court.

With support and assistance from Spirent, Keysight remains committed to working quickly to satisfy the Conditions to the Acquisition, and Keysight continues to expect the Scheme to become effective during the first half of Keysight's current fiscal year (period ending 30 April 2025). The precise timing for closing of the Acquisition remains subject to the pending regulatory clearances. The parties continue to keep the timetable under close review and will provide any updates as required.

Https://www.msn.com/en-gb/money/other/kremlin-tries-to-reassure-panicking-russians-over-collapsing-rouble/ar-AA1uSane?ocid=msedgntp&pc=U531&cvid=4faac44096364b33a56b677f331cdd3e&ei=7

Hit by strong inflationary pressures linked to Western sanctions and the Kremlin’s spending on its nearly three-year war in Ukraine, the Russian rouble has lost 35 per cent of its value since the start of August.

It is now trading at around 114.5 against the US dollar – the lowest level since March 2022 in the immediate aftermath of Russia’s full-scale invasion of Ukraine.

Last week, the US placed extra sanctions on Gazprombank, the third largest bank in Russia. This complicates foreign payments for Russian gas and also makes currency trades harder.

Russia’s central bank responded to the rouble collapse by suspending currency trades until 2025 and traders said that there was a rising sense of dread.

Analysts from Russian-based BSC Financial Group said that the fall in the value of the rouble “resembled panic in an environment of uncertainty”.